Asset Management Technology Intern

Advisor moves: Veteran teams with $580M in assets leave Wells Fargo. The experienced advisory teams join Ameriprise and Janney as the race for experienced talent continues. AUG 18, 2026 Two experienced advisory teams managing a combined $580 million in client assets have made significant moves this week, departing Wells Fargo to join Ameriprise Financial and Janney Montgomery Scott respectively. Lee Winters III and Chris McClure, both financial advisors previously with Wells Fargo Clearing Services in Columbia, South Carolina, have joined Ameriprise Financial's branch channel, having managed approximately $160 million in client assets at their old firm. The duo cited Ameriprise's technology platform and advisory culture as key drivers of the move. Winters pointed specifically to the firm's integrated tools. "Everything, from the CRM system to the client-facing capabilities, is designed to create a more seamless experience for both advisors and clients," he said. "There is a strong spirit of collaboration across the firm, and people genuinely care about helping advisors succeed and delivering meaningful value to clients." The team also includes client service associate Darragh James. They will operate under branch manager Tor Bennstrom and regional vice president Michael Rearden. Janney opens new Chicago-area office. In a separate move, Madura Private Wealth Group, a team previously at Wells Fargo that originally joined from Credit Suisse in 2016, has moved to Janney Montgomery Scott LLC. The move establishes a new Janney office in Lake Forest, Illinois, and expanding the firm's footprint in the Greater Chicago market. The team manages nearly $420 million in client assets and is led by Daniel Madura, managing director and financial advisor, who brings more than 30 years of experience in wealth management. His practice encompasses investment strategy, retirement planning, estate and legacy planning, philanthropic giving, risk management, and business succession planning. Also joining Janney are Ethan Madura, vice president/wealth management and financial advisor; Denise Utes, vice president and senior registered private client associate, who began her career at Dean Witter Reynolds in 1982; and private client associate Claudia Austin, whose background spans municipal government and financial operations. The new Lake Forest office is part of Janney's broader push to grow its presence in the Chicago metro area, where the Philadelphia-based firm has been actively recruiting advisors seeking an independent, advisor-first culture. Wells Fargo exits and recruits. The two teams are the latest of several advisory practices to depart Wells Fargo in 2026. There were three other Wells Fargo departures in July: a $1.76 billion team in Hanover, New Hampshire, that moved to Carson Group; and two that moved to LPL Financial in Sun Valley, Idaho, and Sacramenta, California, with a combined $550 million in assets. However, Wells Fargo has also been an active recruiter of advisor teams this year with several significant additions including teams managing $9.6 billion that joined in early May alone.

Prudential Advisors welcomes Ameriprise advisor to NJ Wealth Partners. Aug 12, 2026, 06:00 ET Christopher Grella joins Prudential Advisors, continues trajectory of practice growth and enhanced client experience NEWARK, N.J., Aug. 12, 2026 /PRNewswire/ - Prudential Advisors, the wealth management arm of Prudential Financial, Inc. (NYSE: PRU), welcomes Christopher Grella, CFP(R), APMA(R), CRPC(R), CDFA(R), a New Jersey-based financial professional with more than 31 years of financial services experience. Responsible for more than $110 million in total client assets at Ameriprise Financial, Grella joins Prudential Advisors through the firm's NJ Wealth Partners, headquartered in Holmdel, New Jersey. "Chris brings more than 30 years of experience to our team at NJ Wealth Partners," said Rob Nigro, managing director, Prudential Advisors. "He is committed to building long-term, generational relationships through personalized guidance, integrity, and a commitment to helping clients make confident financial decisions. At Prudential Advisors, he will have access to our full array of industry-leading wealth management resources to grow his practice and deliver an exceptional client experience." Grella began his career as an investment executive at Morgan Stanley Dean Witter. He continued to build his practice over the years at Janney Montgomery Scott and MetLife and as an independent financial advisor. Most recently, Grella was a vice president at Ameriprise Financial. He received his bachelor's degree in marketing and international business from Miami University and his MBA in finance from Rutgers Business School. "I've built my business on my deeply held values of building confidence, transparency, empathy, and personalized guidance to create lasting relationships and seek better outcomes for clients and their families," said Grella. "Prudential Advisors and NJ Wealth Partners offer the strength, flexibility, and support that allows me to focus on what matters most - serving my clients with distinction and helping them achieve their financial goals." Prudential Advisors provides an open-architecture platform for experienced financial professionals who are looking to grow their businesses, backed by a well-respected national enterprise with the scale to help them succeed in a competitive marketplace. "We are thrilled to have Chris onboard," added Nigro. "His philosophy of leading with financial planning strategies and building long-lasting relationships with integrity is core to everything he does and fits perfectly with our culture. We are all excited to work with Chris to help him take his practice to the next level." ABOUT PRUDENTIAL ADVISORS Prudential Advisors supports the growth and success of more than 3,000 financial advisors across the country. Backed by local field leaders and dedicated professionals, NJ Wealth Partners empower financial professionals to help clients build, preserve, and transfer wealth through personalized guidance, comprehensive financial planning strategies, and industry-leading financial services solutions. For more information, please visit advisors.prudential.com. ABOUT PRUDENTIAL Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.6 trillion in assets under management as of June 30, 2026, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic Rock symbol has stood for strength, stability, expertise, and innovation for over 150 years. For more information, please visit news.prudential.com. (C) 2026 Prudential Financial, Inc. and its related entities. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. 1092511-00001-00 SOURCE Prudential Advisors

31-Year industry veteran with $145 million in assets joins Ameriprise Financial for innovative technology and supportive culture. Financial advisor Mitchell Edenbaum recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) in Boca Raton, Fla. from Oppenheimer & Co. Inc. with more than $145 million in client assets. "I was looking for a firm that is making meaningful investments in innovation, and I immediately saw the positive impact Ameriprise's technology platform could have on my practice," said Edenbaum. "What also stood out was the firm's clear commitment to helping advisors grow and deliver outstanding client service. From my first conversations with senior leadership, it was evident that Ameriprise is focused on the long-term success of its advisors." Edenbaum highlighted three factors that influenced his decision to join Ameriprise: * Advanced Technology: "Ameriprise continuously invests in innovative technology and AI capabilities that enhance both the advisor and client experience. These tools will help me work more efficiently and create additional value for clients." * Commitment to Advisors: "The firm's supportive culture stood out throughout my evaluation process. Ameriprise provides advisors with the resources, support and guidance needed to build strong, sustainable practices." * Strong Leadership: "I was impressed by the quality and vision of Ameriprise senior leadership. Their focus on empowering advisors gives me confidence in the future of my practice." "The transition experience has exceeded my expectations, and my clients have been highly receptive to the move," Edenbaum added. "I'm excited about this next chapter and look forward to leveraging the firm's capabilities to continue delivering exceptional service while growing my business." Edenbaum is supported locally by Ameriprise Branch Manager Drew Granauro, Ameriprise Complex Director Dan Landrau and Ameriprise Regional Vice President Mike Rearden. Ameriprise has continued to attract experienced, productive financial advisors, with approximately 1,700 joining the firm in the last 5 years.[1] To find out why experienced financial advisors are joining Ameriprise, visit ameriprise.com/why. About the Ameriprise Ultimate Advisor Partnership The Ameriprise Ultimate Advisor Partnership offers a differentiated experience for advisors that helps them accelerate growth while delivering an excellent client experience. Combined with the company's culture of support and independence, the Ultimate Advisor Partnership enables advisors to scale their businesses, deepen client relationships and drive referrals for future growth. About Ameriprise Financial At Ameriprise Financial, 6ix Inc. has been helping people feel confident about their financial future for more than 130 years[2]. With extensive investment advice, global asset management capabilities and insurance solutions, and a nationwide network of more than 10,000 financial advisors, 6ix Inc. has the strength and expertise to serve the full range of individual and institutional investors' financial needs. [1] Ameriprise Financial 2025 10-K [2] Company founded June 29, 1894 Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial Services, LLC is an Equal Opportunity Employer. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. View source version on businesswire.com: https://www.businesswire.com/news/home/20260811398815/en/